Industry Leading Initiatives

And the Technology that Drives Them Forward

Currently occupying $4 trillion of investor assets, managed accounts are expected to attract over $7 trillion by 2018. To capture that growth, asset managers and broker-dealer sponsors are changing their operations — transforming from business as usual to the next generation of themselves.

For the sponsor, the critical factors are efficiency and scale. Managers focus on the proliferation and performance of investment strategies, and gaining access to the largest sponsor platforms to expand distribution of their model portfolios. From either angle, both sides of the business are turning to technology for increased automation to transform and achieve greater growth.

In our work with the top broker-dealers and largest asset managers in the U.S., Fiserv sees four trends that, over the years, have picked up such momentum that now there is no turning back. We review current state and share how the top firms in the industry are leveraging technology to drive forward: